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PTNT4.SA$8.50+0.00%
Fair $8.50+0.0%

PTNT4.SA

Pettenati S.A. Industria Têxtil

Consumer Cyclical / Apparel ManufacturingSão Paulo

$8.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $8.50Fund rank 35/100 · Data gapFallback financials|
SA 55/C
F-Score: 4/9
Declining RevenueLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $60.0M · quality 71.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

55/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years ROE is 4.8%, below the 5% threshold
Thesis & Journal · PTNT4.SALocal privado en este navegador · Pettenati S.A. Industria Têxtil
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$408M

P/E

12.1x

↓

EV/EBITDA

6.7x

↓

ROE

4.8%

↓

Gross Margin

15.3%

↓

Debt/Equity

0.66

↑
52-Week Range$9
$4$9

TradingView lightweight chart

PTNT4.SA price, volumen y niveles de valoración

Último $8.500Periodo +120.8%
Fair value: $8.500

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-0.5%

FCF CAGR

-12.1%

FCF margin

8.0%

FCF / Net income

3.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $746.5M · net income $19.2M · FCF $60.0M

2021-FY → 2024-FY

Gross margin

15.3%-2.7% pts

Operating margin

5.4%-6.8% pts

Net margin

2.6%-4.4% pts

FCF margin

8.0%-3.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$746.5M$746.5M$841.2M$844.0M$758.1M
Net Income$19.2M$19.2M$49.0M$67.5M$53.1M
EBITDA$75.7M$75.7M$122.0M$148.4M$147.2M
EPS0.400.400.101.411.11
Gross Margin15.3%15.3%17.0%16.3%17.9%
Operating Margin5.4%5.4%10.7%13.2%12.2%
Net Margin2.6%2.6%5.8%8.0%7.0%
Balance Sheet
Debt/Equity0.660.660.590.630.76
Current Ratio3.473.47———
Cash Flow
Free Cash Flow$60.0M$60.0M$85.6M$17.4M$88.3M
Returns
ROE4.8%4.8%13.6%20.1%19.2%
Valuation
P/E12.1412.1469.824.215.75
EV/EBITDA6.686.683.652.932.81
P/B1.031.030.950.841.11
Growth & Yield
Revenue Growth-11.3%-11.3%-0.3%11.3%—
EPS Growth292.1%292.1%-92.7%27.1%—
Dividend Yield3.1%3.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

23.6%

exigente

EPS terminal req.

$0.75

Spread vs growth

268.5%

5Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$0.91

Spread vs growth

274.1%

10Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$1.47

Spread vs growth

278.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +85.5%

Total return

+85.5%

Start / end P/E

45.7x → 21.3x

EPS bridge

0.10 → 0.40

Residual

-156.2%

EPS growth+292.1%
Multiple rerating-53.5%
Dividend+3.1%
Residual / FX / buybacks / cross-term-156.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.